Independent Financial Advisor - Business Owner Opportunity

Magnolia Wealth Strategies; Pensacola (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Health and Wellness insurance

Professional development assistance

Bonus and incentives

Business owner opportunity

Job summary

Magnolia Wealth Strategies, a Mass Mutual firm, is a full-scale, independent financial firm with advisors and offices across several states. We offer a holistic approach to meeting clients' financial needs, including products for insurance, investments, and planning.

This production-based opportunity invites licensed professionals to join a collaborative team and grow their practice while helping clients achieve long-term financial goals.

Qualifications

• Bachelor's degree or work related experience.
• State insurance licensed - Life, Accident, and Health, or willingness to get licensed.
• Excellent financial, analytical, and critical-thinking skills.
• Ability to problem solve to reach resolution.
• Strong written and verbal communications skills.
• Series 6/7, preferred, not required.

Skills

Willingness to learn

Communication skills

Relationship building

People-first approach

Problem solver

Independent

Self-motivated

Goal-oriented

Leadership

Coaching and mentoring

Sales experience

Active listening

Education

Bachelor's degree or work related experience

Tools

Series 6/7 (preferred)

Job description

Magnolia Wealth Strategies, a Mass Mutual firm, is a full-scale, independent financial firm with advisors and offices across several states. We offer a holistic approach to meeting clients' financial needs, including products for insurance, investments, and planning.

This production-based opportunity invites licensed professionals to join a collaborative team and grow their practice while helping clients achieve long-term financial goals.